Our clients are VC- or PE-backed startups & scale-ups that operate in high-pressure environments where every funding round or strategic decision can significantly impact valuation and exit trajectory.

These companies need to craft and continuously refine their investor story, supported by clear, defensible financials and metrics. Often, their internal teams are lean and focused on growth, leaving limited capacity to optimize pitch decks, audit financial models, or simulate investor objections.

We bring sharp, external perspective on investor readiness, market comparables, and storytelling strategy — particularly as they prepare for a major funding round, potential exit, or international expansion.

Our clients approaching a full exit from the original founder often face a once-in-a-lifetime transition. These businesses typically have strong operational track records but lack experience in positioning themselves for sophisticated investors or strategic buyers.

As they prepare for sale, they need to translate years of legacy and trust into a clear, credible investment case — supported by robust financials and a compelling narrative.

Internal teams are often focused on day-to-day operations, not deal preparation. These companies benefit from external guidance to professionalize materials, anticipate buyer questions, and structure their story to maximize valuation and secure a smooth handover to the next owner.